Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Morrisey is a CFP® with 28 years of industry experience, currently serving at Robert Baird & Co. since 1997. He is based in Racine, WI, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex strategies.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kevin Polheber is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calton & Associates, Inc. for 16 years, as well as Securities America Advisors and Securities America, Inc. Outside of his advisory work, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is chairman of the board at Berean Grace Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and asset-allocation tools to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sean Welsh is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Spectrum Wealth Advisors. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Adam Cole is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Katherine Shalbrack is a financial advisor at Robert Baird & Co. with 42 years of industry experience, including 33 years at her current firm. She holds a Series 63 designation. Outside of her advisory role, she serves on the Finance Committee of St. Joseph Congregation in Racine, WI, contributing to financial decisions affecting the church and school. Robert Baird’s DDK Group, where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and innovative investment strategies.

Jacob Harmann is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including MGA Wealth Management, Avantax Investment Services, and Cetera Wealth Services. Outside of advising, he serves as a substitute custodian at Union Grove Elementary School in Wisconsin. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to third-party money managers, model portfolios, and various program options.

Jeffrey Pieters is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has worked with Cetera and its affiliate Cetera Investment Services LLC since 2004 and has concurrent experience at Northshore Bank since 2002. Based in Racine, WI, he has been with Cetera in its current form since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Meredith Weber is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Baird since 2021. Her prior experience includes roles at Avantax Investment Services, ProEquities, Inc., and Lifetime Trusted Advisors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Christina Peterson is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 63 designation with 25 years of industry experience. She has been with Robert Baird & Co. since 1999. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Timothy Antos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cetera since 2005 and also co-owns Antos Advisors, Ltd., a CPA firm where he provides tax services including tax returns and IRS representation. Additionally, he is principal partner at Antos Wealth Advisors, a wealth management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Chad Durfey is a financial advisor with Ameriprise in Mount Pleasant, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, he serves as a member of the Finance Ministry Team for Grace Church, where he reviews and votes on the budget, liabilities, and project spending. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Scott Gregory is a financial advisor with LPL Financial based in Racine, WI. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining LPL Financial in 2018, he was affiliated with Johnson Bank and Invest Financial Corporation. Outside of his advisory work, he is part-owner of a full-service beauty salon in Delavan, WI, where he assists with maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Piper Meek is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, Piper worked in education and community-oriented roles, including positions at Gonzaga University and Generation Alive. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with specialized investment tools and ongoing manager oversight.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc., operated as a self-employed advisor, and spent 15 years at Robert W. Baird & Co. Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a wide range of investment options and portfolio management solutions.

Chris Bloxdorf is a Series 66-licensed financial advisor with Edward Jones in Racine, WI, and has nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

John Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for his spouse in Lake Forest, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.